Free Checklist Templates for E Commerce

E Commerce

OR

Affiliate Marketing Program Checklist

Program Setup & Strategy

Set program goals and target CAC

Choose the affiliate management platform

Configure the in-house attribution server

Draft the affiliate program agreement

Install tracking pixels and postbacks

Set commission rates and cookie window

Affiliate Recruitment

Build a target affiliate prospect list

Write the affiliate outreach pitch

Recruit through niche communities and forums

Vet applicants for brand fit

Onboard approved affiliates

Marketing Materials & Enablement

Design banner ads in standard IAB sizes

Write product copy for affiliate use

Build email swipe templates

Distribute the coupon and tracking link library

Host the new-affiliate kickoff webinar

Performance Monitoring

Review weekly EPC and conversion reports

Set automated alerts for fraud signals

Audit trademark bidding violations

Run quarterly top-affiliate business reviews

Reallocate budget based on ROAS

Compliance & Support

Verify FTC disclosures on affiliate posts

Send correction notices to noncompliant affiliates

Collect W-9 or W-8BEN tax forms

Respond to affiliate support tickets

Process disputes and clawback requests

Refresh program terms quarterly

View Workflow Use Workflow

Content Marketing Checklist

Strategy and Planning

Pull last month's GA4 and Klaviyo performance

Identify keyword targets in Ahrefs or Semrush

Set MER and ROAS targets for the month

Lock the editorial calendar in Notion or Asana

Confirm campaign type drives the playbook

Content Production

Brief writers with target keyword and SERP intent

Shoot product photography and UGC video

Draft long-form blog post

Edit copy against brand voice guide

Add internal links and Product schema

Approve final asset bundle for launch

Distribution and Launch

Publish blog post and submit to Search Console

Send Klaviyo campaign to engaged segment

Schedule organic social across IG, TikTok, Pinterest

Launch Meta and TikTok paid creative

Brief affiliates with FTC disclosure language

Performance Review

Pull Triple Whale or Northbeam attribution at 7 days

Review keyword rankings in Ahrefs

Score campaign against MER target

Diagnose creative or audience underperformance

Maintenance and Optimization

Refresh top organic posts older than 12 months

Audit broken links and 404s

Review Core Web Vitals in PageSpeed Insights

Document learnings in monthly retro doc

View Workflow Use Workflow

CRM Audit Checklist

Data Quality and Hygiene

Reconcile duplicate Klaviyo profiles

Audit email deliverability and bounce rates

Prune the suppression list for stale soft-bounces

Standardize country, locale, and postal formatting

Segmentation and Lifecycle Tracking

Review RFM and VIP segment definitions

Audit abandoned-cart and browse-abandonment flows

Verify post-purchase flow tagging by SKU

Review winback segments for churned subscribers

Confirm Recharge subscription status sync

Integrations and Automation

Test Shopify customer sync end-to-end

Verify Gorgias ticket-to-customer linking

Audit Yotpo review-event sync

Validate Klaviyo webhook health

Resync the broken integration and verify

Privacy, Consent, and Compliance

Audit TCPA SMS opt-in consent records

Verify CAN-SPAM unsubscribe handling

Review GDPR and CCPA data subject request log

Confirm retention and deletion policy matches practice

Re-collect SMS consent for flagged subscribers

Reporting and Sign-off

Reconcile Klaviyo attributed revenue with Shopify

Validate LTV and CAC dashboards

Document findings and assign remediation owners

View Workflow Use Workflow

CRM Setup Checklist

Customer Data Preparation

Audit customer records across all channels

Deduplicate and normalize contact data

Export the consent ledger per platform

Confirm regulatory scope for the program

CRM Configuration and Integration

Provision the CRM platform and seats

Configure user roles and permissions

Build custom properties for AOV, LTV, and RFM

Connect Shopify and marketplace data feeds

Connect ad platforms, helpdesk, and reviews

Compliance and Team Rollout

Document the data dictionary and segments

Document the GDPR data subject access process

Run role-based training sessions

Set up the CRM support channel and macros

Automation and Workflows

Build the welcome flow for new subscribers

Build the abandoned-cart flow with order-status guard

Build the post-purchase review request flow

Build the SMS welcome flow with TCPA disclosures

Run end-to-end tests with seed accounts

Monitoring and Optimization

Define KPIs and reporting cadence

Set up the weekly performance dashboard

Audit data sync and deliverability monthly

View Workflow Use Workflow

Customer Behavior Analysis Checklist

Data Collection and Preparation

Pull session and order data from GA4 and Shopify

Reconcile attribution in Triple Whale or Northbeam

Audit the dataset for bots and duplicate orders

Confirm GDPR and CCPA consent coverage

Segment sessions by acquisition channel and cohort

Behavioral Segmentation

Calculate AOV, purchase frequency, and LTV per cohort

Build RFM segments in Klaviyo

Flag at-risk subscribers in Recharge

Map customers to buying-journey stage

Identify top affinity segments by SKU velocity

Engagement and Funnel Analysis

Review add-to-cart and checkout completion rates

Diagnose cart abandonment by step

Score Klaviyo and Postscript flow performance

Evaluate Meta and Google ad ROAS by audience

Pull Microsoft Clarity session replays for friction

Customer Feedback and Sentiment

Tag Yotpo reviews by issue type

Mine Gorgias tickets for recurring complaints

Run a post-purchase NPS survey in Klaviyo

Monitor social mention sentiment

Document the top three customer pain points

Predictive Analysis and Action

Score churn risk for subscription cohorts

Forecast next-90-day demand by SKU

Test pricing elasticity on top movers

Trigger a win-back campaign for high-risk subscribers

Schedule a product-team review of the pain-point pattern

Sign off on findings and assign owners

View Workflow Use Workflow

Customer Feedback Review Cycle

Feedback Collection

Audit the Klaviyo post-purchase survey flow

Export Amazon reviews via Helium 10

Pull Shopify reviews from Yotpo or Judge.me

Pull Gorgias tickets tagged feedback or complaint

Verify NPS survey response volume

Aggregation and Theme Analysis

Consolidate all sources into the feedback log

Tag verbatims by issue category

Segment themes by SKU and acquisition channel

Flag SKUs with rising 1-2 star patterns

Summarize top three themes for leadership

Prioritization and Action Planning

Score themes by revenue impact and fix cost

Assign owners for each priority theme

Update Amazon and Shopify listings for fit and image issues

Escalate quality issues to the product team

Document actions and owners in the feedback log

Closing the Loop with Customers

Reach out to NPS detractors

Respond to public Amazon and Yotpo reviews

Draft a what-changed email or changelog post

Schedule a follow-up survey for resolved themes

View Workflow Use Workflow

Customer Service Ticket Triage Checklist

Inbox Triage

Sort the helpdesk inbox by oldest unassigned

Tag tickets by issue type

Identify the ticket channel

Flag VIP and repeat-issue customers

Order and Account Lookup

Pull the order from Shopify or Seller Central

Verify shipment tracking and carrier scans

Determine the resolution path

Standard Response

Apply the appropriate macro

Confirm refund or replacement authority

Send the reply and set follow-up

Escalation Handling

Brief the CX lead on the escalation

Document defect patterns for the product team

Issue goodwill credit or replacement

Follow-Up and Review Capture

Confirm the customer is satisfied

Request a review through compliant channels

Tag the ticket closed with outcome

View Workflow Use Workflow

Daily Operations Checklist

Inventory & Stock Sync

Reconcile cross-channel inventory in the OMS

Review low-stock SKUs against reorder points

Reconcile FBA inbound discrepancies

File FBA reimbursement claim with proof

Order Processing & Fulfillment

Verify overnight orders synced into ShipStation

Screen orders for fraud signals

Manually review flagged orders before release

Pack, stage, and hand off cartons to carriers

Confirm tracking uploaded to every channel

Customer Service Triage

Triage Gorgias tickets against SLA targets

Process RMAs and refunds in Loop Returns

Reply to Amazon Buyer-Seller Messages

Monitor and respond to product reviews

Site Health & Conversion

Check Shopify uptime and Core Web Vitals

Run a checkout smoke test on mobile and desktop

Audit top product pages for price and image errors

Marketing & Growth Pulse

Review yesterday's ROAS and TACOS by channel

Check PPC budget pacing on Amazon and Google

Publish today's scheduled social posts

Coordinate today's influencer and affiliate placements

View Workflow Use Workflow

Data Privacy Checklist

Data Mapping and Consent

Inventory PII across Shopify, Klaviyo, and Gorgias

Audit the cookie consent banner configuration

Verify TCPA opt-in language on SMS sign-up

Confirm Do Not Sell or Share link placement

Archive consent records for the quarter

Storage and Security Controls

Enforce 2FA on Shopify admin and Klaviyo

Review Shopify staff permissions and roles

Audit installed apps for data scope creep

Lock down staging and dev environments

Verify subprocessor encryption commitments

Data Subject Request Handling

Classify the incoming DSR request type

Verify the requester's identity

Export customer data from connected systems

Delete or anonymize the customer record

Send the response within the regulatory window

Vendor and Third-Party Management

Refresh the published subprocessor list

Collect signed DPAs from new vendors

Review vendor SOC 2 reports for findings

Verify EU transfer mechanisms (SCCs or DPF)

Notify customers of subprocessor changes

Incident Response and Breach Notification

Refresh the incident response runbook

Run a tabletop exercise with the on-call team

Triage the incident's PII exposure scope

Notify regulators and affected customers

Document remediation and post-mortem actions

View Workflow Use Workflow

Delivery Tracking Checklist

Order Processing

Confirm order receipt in the OMS

Validate payment and fraud signals

Manually review high-risk orders

Allocate inventory and reserve stock

Send order confirmation to the customer

Pick, Pack, and Dispatch

Print pick lists and shipping labels

Pick units against the pick list

Inspect items for defects and accuracy

Pack items with appropriate dunnage

Hand off cartons to the carrier

Tracking and Customer Notifications

Push tracking numbers to all sales channels

Send shipping confirmation to the customer

Monitor in-transit shipments daily

Open carrier claims for stuck or lost packages

Send delivery confirmation and review request

Customer Support and Returns

Triage delivery tickets in Gorgias or Zendesk

Issue replacements for lost or damaged orders

Process RMAs through Loop or Returnly

Refund or exchange per the returns policy

Post-Delivery Reconciliation

Close out completed orders in the OMS

Audit weekly delivery performance KPIs

Document carrier or 3PL issues for the QBR

Roll improvements into next-cycle SOPs

View Workflow Use Workflow

E-commerce Annual Budget Planning Checklist

Revenue Forecasting

Pull 24 months of channel-level GMV

Layer in seasonality and Q4 lift

Forecast new-customer acquisition by channel

Model returning-customer LTV cohorts

Confirm new-channel launches in the budget period

Build new-channel ramp-up forecast

Cost Analysis

Recalculate landed COGS per SKU

Audit 3PL and fulfillment fees

Reconcile marketplace and processor fees

Forecast SaaS and software subscriptions

Project paid-media spend by channel

Cash Flow Management

Build a 13-week cash flow forecast

Plan inventory PO payment timing

Schedule sales tax and 1099 deadlines

Set the minimum cash reserve threshold

Capital Expenditures and Financing

Size Q4 and CNY inventory pre-buys

Scope warehouse or 3PL capacity needs

Budget tech stack upgrades and replatforming

Decide whether to use external financing

Prepare the lender package

Performance Metrics and Approval

Set channel-level MER and TACOS targets

Define contribution margin and CAC ceilings

Configure budget vs. actual dashboards

Schedule monthly budget vs. actual review

Lock and approve the final budget

View Workflow Use Workflow

E-commerce Backup and Recovery Checklist

Backup Scope and Cadence

Inventory the critical e-commerce data sources

Select a Shopify-aware backup tool

Configure the daily automated backup

Encrypt backups containing customer PII

Confirm the last 24-hour backup completed

Remediate the failed backup job

Disaster Recovery Planning

Document RTO and RPO per data class

Assign DR roles and on-call responders

Build the customer communications playbook

Configure offsite storage in a separate region

Schedule the quarterly DR plan review

Restore Procedures

Document the Shopify restore runbook

Restore the latest backup into a sandbox store

Verify integrity of restored orders and catalog

Open an incident and escalate to engineering

Smoke-test checkout end-to-end

Run the post-restore review

Data Retention and Archival

Define retention windows per data class

Configure cold-storage archival tier

Validate archive retrieval against a sample

Process pending GDPR and CCPA deletion requests

Lock down archive access with MFA

Testing and Validation

Run the quarterly restore drill

Validate scheduled backups for the past 30 days

Run a BFCM outage tabletop exercise

Record drill outcomes and gaps

File the 30-day remediation plan

Engage a third-party auditor annually

View Workflow Use Workflow

Ecommerce Customer Onboarding Checklist

Welcome Series and Account Setup

Audit the signup form fields

Verify double opt-in and consent timestamps

Confirm whether SMS marketing is enabled

Review TCPA consent language for SMS

Test welcome email delivery and rendering

Profile Enrichment and Preferences

Check zero-party data quiz status

Draft a zero-party quiz launch plan

Verify Shopify address validation rules

Test Shop Pay and PayPal save flow

Review the preference center and unsubscribe logic

First Purchase Activation

Validate the first-purchase discount code

Audit Klaviyo abandoned cart flow performance

Test on-site product recommendation blocks

Confirm GA4 checkout funnel events

Post-Purchase Follow-Up

Audit order confirmation email content

Verify carrier tracking notifications from the 3PL

Schedule the Yotpo review request window

Configure the post-purchase cross-sell flow

Sign off on the onboarding journey audit

View Workflow Use Workflow

E-commerce Expense Management Checklist

Budget Planning & Forecasting

Pull last 90 days of channel-level spend

Forecast next month's ad spend by channel

Set ROAS and MER targets per channel

Update budget caps in Meta and Google Ads

Reserve contingency for chargebacks and disputes

Expense Tracking & Categorization

Sync transactions from Shopify, Amazon, and Stripe

Reconcile marketplace fees against payouts

Categorize SaaS subscriptions in the GL

Import 3PL invoices and per-order fees

Match corporate card receipts to transactions

Vendor & Subscription Review

Audit SaaS subscriptions for unused seats

Renegotiate 3PL pick-and-pack rates

Review carrier contracts for GRI impact

Consolidate overlapping analytics tools

Update the approved vendor database

Employee Reimbursements

Publish the reimbursement policy

Collect Ramp and Expensify submissions

Flag reimbursements over the policy threshold

Route flagged items to the VP of finance

Approve reimbursements before payroll cutoff

Audit a sample for policy compliance

Financial Reporting & Variance Analysis

Generate the channel contribution margin report

Compare TACOS and MER to target

Build a corrective action plan with channel owners

Investigate variances above the materiality threshold

Share the expense dashboard with leadership

Adjust next month's budget allocations

View Workflow Use Workflow

E-commerce Financial Audit Checklist

Revenue Verification

Reconcile Shopify orders to Stripe payouts

Confirm marketplace facilitator tax by state

Verify revenue recognition cutoff at period end

Audit refund and chargeback documentation

Spot-check promotional discount applications

Investigate channel-level revenue variance

Expense Analysis

Match supplier POs to invoices and receipts

Categorize ad spend by channel and campaign

Review recurring SaaS subscriptions

Flag unusual or unauthorized expenses

Verify expense approval thresholds were followed

Inventory Management

Reconcile FBA inventory with Seller Central

Audit warehouse cycle counts against OMS

Verify inventory valuation method

Identify deadstock and slow-moving SKUs

Review COGS against contribution margin

Document the inventory write-down with controller approval

Accounts Receivable

Confirm marketplace payouts posted to ledger

Review wholesale customer aging report

Reconcile chargeback and dispute reserves

Verify B2B credit terms documentation

Reconcile AR subledger to general ledger

Accounts Payable

Three-way match supplier invoices to POs

Verify 3PL fulfillment invoice line items

Review AP aging for early-payment discounts

Apply vendor credits and rebates

Sign off on AP-to-GL reconciliation

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E-commerce Fraud Prevention Checklist

Customer & Account Verification

Audit email verification on new signups

Review phone verification on high-value orders

Confirm staff 2FA on admin tools

Flag duplicate accounts by contact data

Escalate flagged accounts for manual review

Validate shipping addresses against AVS

Transaction Monitoring & Review

Clear the Stripe Radar / Shop Pay risk queue

Investigate orders above the AOV threshold

Check velocity patterns and bot orders

Tune fraud rules in Signifyd or NoFraud

Log fraud orders blocked this period

Payment Security & PCI Compliance

Confirm current SAQ attestation on file

Verify tokenization through the processor

Enable 3DS for EU and UK SCA transactions

Patch checkout and theme dependencies

Reconcile chargebacks and file representments

Account Security Controls

Enforce password and rotation policy

Audit admin permissions across platforms

Rotate stale API keys and webhooks

Test lockout after failed login attempts

Block bot logins via Cloudflare or hCaptcha

Trigger account-takeover incident response

Data Protection & Audit

Confirm PII encryption at rest

Review subprocessor list for material changes

Test customer-data backup restoration

Run vulnerability scan on the storefront

Brief CX team on phishing and gift-card scams

View Workflow Use Workflow

E-commerce IT Security Checklist

Storefront & Admin Access Control

Enforce MFA on storefront admin logins

Audit staff permissions across the admin

Rotate API keys for connected apps

Disable accounts for offboarded staff

Restrict admin access by IP allowlist

Customer & Payment Data Protection

Confirm the current PCI DSS SAQ scope

Verify TLS on checkout and customer accounts

Audit cookie consent and GPC handling

Review the subprocessor and DPA inventory

Run a backup restore drill

Storefront Network & Infrastructure

Run a vulnerability scan on production

Review WAF and bot-management rules

Verify SPF, DKIM, and DMARC on sending domains

Patch self-hosted commerce platforms

Lock down staging and dev environments

Incident Response & Breach Readiness

Refresh the incident response runbook

Run a breach tabletop exercise

Remediate gaps from the tabletop

Update the emergency contact tree

Confirm state breach-notification timing

App, Theme & Integration Security

Audit installed apps for unused permissions

Scan theme code for skimmer injection

Escalate confirmed skimmer to processor and forensics

Review custom checkout extensions

Tighten Content Security Policy on storefront

View Workflow Use Workflow

E-commerce Legal Compliance Checklist

Privacy and Data Protection

Audit the privacy policy against current state laws

Verify the cookie consent banner and CMP

Review the data subject access request workflow

Confirm the sub-processor list reflects current vendors

Republish the updated privacy policy

Consumer Protection and FTC Disclosures

Audit influencer and affiliate disclosure compliance

Review the subscription cancellation flow

Verify product claims against the substantiation file

Confirm pricing transparency at checkout

Test the return and refund policy end-to-end

Payment Processing and PCI Scope

Confirm the current PCI SAQ level

Review the chargeback dispute response process

Validate SSL/TLS certificate renewal dates

Verify 3DS and SCA configuration for EU customers

Audit card-on-file and stored payment handling

Intellectual Property and Brand Enforcement

Renew the Amazon Brand Registry enrollment

Scan listings for hijackers and unauthorized sellers

Review MAP policy violators

Confirm licensing for third-party fonts, photos, and music

Document the IP complaint handling procedure

Sales Tax and Multi-State Nexus

Run economic nexus analysis by state

Confirm marketplace facilitator collection coverage

Reconcile 1099-K forms against the books

Review the tax automation tool configuration

Provide compliant invoicing with tax line items

Register for sales tax in newly nexused states

View Workflow Use Workflow

E-commerce Platform Update Checklist

Pre-Update Preparation

Back up the theme and storefront data

Notify CX, marketing, and ops of the deploy window

Review release notes for breaking changes

Verify Klaviyo, Recharge, and Gorgias compatibility

Contact app vendors about flagged incompatibilities

Document the rollback plan and theme version

Update Deployment

Deploy the update to a preview theme on staging

Run checkout and PDP smoke tests

Audit staging for console errors and broken Liquid

Resolve blocking staging issues before production

Publish the theme to production at off-peak hours

Execute rollback to the prior theme version

Post-Update Validation

Confirm checkout completes on mobile and desktop

Smoke-test PDP, search, and account login

Review Shopify logs and Core Web Vitals

Announce successful deployment in #ops Slack

Remove the maintenance banner from the storefront

User Acceptance Testing

Recruit a beta panel from the VIP segment

Collect feedback via Gorgias and a post-deploy survey

Patch issues reported by the beta panel

Re-test patched flows with the beta panel

Compare GA4 conversion rate to pre-deploy baseline

Documentation and Training

Update the internal runbook in Notion

Train CX on the new checkout and account flows

Publish help-center articles for the changes

Brief support on the top expected tickets

Collect post-training feedback from CX and ops

View Workflow Use Workflow

E-commerce Risk Management Checklist

Operational Risks

Audit cross-channel inventory accuracy

Reconcile FBA inbound shipments and reimbursements

Review supplier lead times and backup options

Validate 3PL pick-pack-ship SLA performance

Confirm Q4 inventory buffer and air-freight backup

Financial Risks

Review sales-tax nexus by state

Audit chargeback ratio and dispute win rate

Reconcile 1099-K forms against books

Review marketplace fee creep on top SKUs

Verify cash runway and carrier rate exposure

Cybersecurity Risks

Enforce MFA on all admin accounts

Audit Shopify app and third-party access

Run a phishing simulation for the team

Test the data-breach response plan

Schedule remediation for tabletop gaps

Legal and Regulatory Risks

Verify cookie consent and Do Not Sell link

Audit influencer and affiliate FTC disclosures

Issue creator takedown and contract reminders

Confirm one-click subscription cancellation works

Review product claims against substantiation file

Reputational Risks

Triage 1- and 2-star reviews for defect patterns

Monitor MAP violations and Amazon hijackers

Review per-SKU returns rate trends

Open product-team root cause for flagged SKUs

Sign off on the quarterly risk review

View Workflow Use Workflow

E-commerce Sales Funnel Audit

Acquisition Channel Audit

Pull 90-day spend by channel in Triple Whale

Calculate blended MER and per-channel ROAS

Review Meta and Google PMax creative performance

Audit Amazon Sponsored Products TACOS

Decide channel action for next quarter

Lead Capture and Nurture Review

Audit pop-up capture rate in Klaviyo

Review welcome and abandoned-cart flow revenue

Flag 90-day unengaged subscribers for sunset

Launch the Klaviyo sunset flow

Verify SMS opt-in records meet TCPA

On-Site Conversion Optimization

Run mobile checkout smoke test in Shopify

Review PDP add-to-cart rate by top SKUs

Audit Core Web Vitals in PageSpeed Insights

Pick next A/B test from CRO backlog

Launch the prioritized A/B test in VWO

Post-Purchase and Retention

Review 90-day LTV in Lifetimely

Audit loyalty redemption in Smile.io

Confirm subscription program status

Review Recharge dunning and smart-retry rates

Tag 1-star review themes from past 30 days

View Workflow Use Workflow

E-commerce Sales Tax Reporting Checklist

Nexus and Filing Scope Review

Pull state-by-state sales and transaction counts

Compare totals against state economic-nexus thresholds

Flag any new states crossing nexus this period

Register for sales tax in new nexus states

Channel Reconciliation

Pull marketplace-facilitator collected tax reports

Pull Shopify and direct-channel tax reports

Reconcile collected tax against general ledger

Verify product taxability mappings

Return Preparation

Generate per-state return drafts

Review home-rule jurisdiction filings

Apply vendor discounts and timely-filing credits

Filing and Remittance

File and remit each state return

Resolve payment failures or filing rejections

Capture filing confirmations and payment receipts

Notices, Audits, and Records

Triage any state notices received this period

Assemble audit-response documentation package

Archive returns and supporting records

View Workflow Use Workflow

E-commerce SEO Monthly Audit

Technical SEO Foundation

Pull crawl errors from Search Console

Audit Core Web Vitals on key templates

Verify mobile usability across PDP templates

Refresh and resubmit XML sitemaps

File dev ticket for LCP, INP, and CLS regressions

On-Page Optimization

Rewrite underperforming product title tags

Audit H1 hierarchy on collection pages

Validate Product and Review schema markup

Tighten meta descriptions under 155 characters

Add internal links between related collections

Content Strategy

Run keyword research for next month's content

Publish two long-form buyer-intent articles

Refresh stale evergreen blog posts

Update FAQ and HowTo schema on knowledge base

Off-Page Authority

Pitch guest posts to three industry publications

Disavow toxic backlinks in Search Console

Reply to brand mentions on Reddit and forums

Monitor review velocity on Trustpilot and Yotpo

Local and Marketplace Visibility

Confirm whether the brand serves a local market

Update Google Business Profile hours and posts

Create location-specific landing pages

Audit Amazon and Etsy listing keywords

Sign off on the monthly SEO report

View Workflow Use Workflow

E-commerce Site Quality Assurance Checklist

UX and Front-End QA

Smoke-test the homepage on staging

Audit the main and footer navigation links

Verify the PDP renders with images, variants, and reviews

Run a Screaming Frog crawl for broken links

Test predictive search and collection filters

Checkout and Conversion Flow

Place a $0.01 test order through Shopify Payments

Test Shop Pay, Apple Pay, and PayPal express buttons

Apply discount codes and gift cards at checkout

Confirm the Klaviyo abandoned-cart flow fires

Verify the order confirmation email and tracking SMS

Performance and Core Web Vitals

Run PageSpeed Insights on homepage, PLP, and PDP

Audit image weights and lazy-loading

Load-test checkout under simulated peak traffic

Review installed app script weight in DevTools

File CWV remediation tickets

Security and Privacy Compliance

Confirm TLS certificate and HSTS header

Run an OWASP ZAP scan against staging

Remediate critical and high security findings

Verify the cookie consent banner blocks pre-consent trackers

Audit the privacy policy and Do Not Sell link

Test password reset and 2FA on customer accounts

Cross-Browser and Device Compatibility

Test on latest Chrome, Safari, Firefox, and Edge

Verify on iOS Safari and Android Chrome

Check tablet and mid-size breakpoints

Throttle to slow 3G and retest checkout

Sign-Off and Production Release

Compile the QA report with pass-fail by section

Get stakeholder sign-off from e-commerce lead

Deploy to production during a low-traffic window

Run a post-deploy smoke test on production

View Workflow Use Workflow

E-commerce Website Maintenance Checklist

Performance & Core Web Vitals

Run Core Web Vitals on top landing pages

Audit page weight on PDPs and collections

File performance remediation tickets

Review CDN cache hit rate

Technical Health & Security

Verify last night's database backup ran

Run a test restore from the latest snapshot

Apply platform and theme updates

Scan for malware and unauthorized admin users

Check SSL certificate expiration window

Checkout & Conversion Audit

Crawl the site for broken links and 404s

Place a test order end-to-end

Open an emergency checkout incident

Verify Shop Pay, Apple Pay, and Google Pay render

Confirm tax and shipping rate calculations

Content & Catalog Review

Sync product feed with Google Merchant Center

Audit PDP titles, alt text, and schema

Refresh evergreen blog meta descriptions

Review and respond to recent reviews

Analytics & Marketing Review

Compare GA4 sessions against prior month

Review ROAS by channel in Triple Whale

Audit Klaviyo deliverability and bounce rates

Verify cookie consent and GPC handling

View Workflow Use Workflow

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